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Mark Pent

Senior Wealth Advisor

Mark Pent is a Senior Wealth Advisor at Annex Wealth Management’s Madison Branch Office.

As Senior Wealth Advisor, Mark is responsible for the growth and stability of the Madison Branch. He oversees relationships forged at the branch and ensures every client is experiencing the Annex Wealth Management difference there.

Mark has held a variety of roles in Wealth Management since 2002. He has served as a Financial Advisor, Branch Manager and Complex Director. Prior to joining Annex, Mark worked for UBS Financial Services for over 15 years, most recently as Branch Director in Madison.

Mark holds a BA from the University of Illinois Chicago. He has FINRA licenses, 3, 7, 9, 10, 31 and 66.

Mark enjoys travel, snow skiing, boating and cheering on the Badgers. He and his wife Mary have 3 adult daughters.

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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